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What is RO Innovation?

Utilize customer reference management software to strengthen connections and speed up the closing of deals. If you're in search of a solution to nurture and oversee your references, or to engage actively with your current customer champions, RO Innovation is committed to facilitating your success. Involving your customer advocates can significantly accelerate the sales process, reducing the clutter of multiple emails to account managers and shifting towards a more organized reference system. Are you still dependent on spreadsheets for reference tracking and struggling to identify which advocates are best suited for webinars or events? It's time to rethink your strategy. Our platform features a nomination portal that allows customer-facing teams to suggest their top customer candidates easily. With gamification elements designed to incentivize customer engagement through rewards, our workflows streamline tracking and updates, while the system smartly identifies your leading customer advocates for every project, guaranteeing that you have the finest resources readily available. By adopting these advanced tools, you not only boost efficiency but also cultivate deeper relationships with your clients while gaining valuable insights into their preferences and needs.

What is Orca?

Orca, established in Austin, Texas, was designed to provide an uncomplicated solution for managing customer advocacy programs in Salesforce. Our focus is on harmonizing Salesforce's robust capabilities with a seamless end-user experience, resulting in a sales application that is both impactful and considerate. By utilizing Orca, businesses can tap into their pre-existing relationships and data, fostering accelerated business growth. Our intuitive and entirely Salesforce-native interface ensures that new customers can quickly adopt and implement the solution, while also facilitating a smooth workflow that integrates effortlessly into conventional sales processes. This makes Orca not just a tool, but a strategic partner in enhancing sales efficiency and effectiveness.

Media

Media

Integrations Supported

Salesforce
Gainsight
Google Maps
Microsoft Dynamics 365
OverSOC
Panaseer
Slack
Tango Card
Tremendous
Zapper

Integrations Supported

Salesforce
Gainsight
Google Maps
Microsoft Dynamics 365
OverSOC
Panaseer
Slack
Tango Card
Tremendous
Zapper

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10,000 Annually
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/roinnovation/

Company Facts

Organization Name

Orca by Cortez Labs

Date Founded

2019

Company Location

United States

Company Website

www.orcaforce.co

Categories and Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Categories and Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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